Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Hold
1,824
﹤0.01% 574
2025
Q1
$124K Hold
1,824
﹤0.01% 581
2024
Q4
$113K Sell
1,824
-2
-0.1% -$124 ﹤0.01% 585
2024
Q3
$119K Sell
1,826
-1
-0.1% -$65 ﹤0.01% 569
2024
Q2
$98.1K Buy
1,827
+976
+115% +$52.4K ﹤0.01% 569
2024
Q1
$44.9K Buy
851
+170
+25% +$8.97K ﹤0.01% 707
2023
Q4
$29.7K Sell
681
-85
-11% -$3.71K ﹤0.01% 756
2023
Q3
$33.8K Sell
766
-2,096
-73% -$92.4K ﹤0.01% 711
2023
Q2
$128K Hold
2,862
﹤0.01% 530
2023
Q1
$127K Sell
2,862
-103
-3% -$4.57K ﹤0.01% 519
2022
Q4
$123K Buy
2,965
+160
+6% +$6.64K ﹤0.01% 523
2022
Q3
$103K Sell
2,805
-396
-12% -$14.5K ﹤0.01% 550
2022
Q2
$133K Buy
3,201
+396
+14% +$16.5K 0.01% 511
2022
Q1
$161K Hold
2,805
0.01% 491
2021
Q4
$187K Sell
2,805
-189
-6% -$12.6K 0.01% 478
2021
Q3
$209K Hold
2,994
0.01% 451
2021
Q2
$210K Buy
2,994
+9
+0.3% +$631 0.01% 453
2021
Q1
$183K Buy
2,985
+30
+1% +$1.84K 0.01% 453
2020
Q4
$148K Sell
2,955
-164
-5% -$8.21K 0.01% 461
2020
Q3
$162K Buy
3,119
+51
+2% +$2.65K 0.01% 447
2020
Q2
$161K Sell
3,068
-5
-0.2% -$262 0.01% 425
2020
Q1
$92K Hold
3,073
0.01% 466
2019
Q4
$111K Sell
3,073
-189
-6% -$6.83K 0.01% 468
2019
Q3
$127K Hold
3,262
0.01% 441
2019
Q2
$129K Hold
3,262
0.01% 437
2019
Q1
$121K Sell
3,262
-176
-5% -$6.53K 0.01% 445
2018
Q4
$96K Buy
3,438
+28
+0.8% +$782 0.01% 466
2018
Q3
$113K Hold
3,410
0.01% 466
2018
Q2
$124K Hold
3,410
0.01% 449
2018
Q1
$137K Hold
3,410
0.01% 433
2017
Q4
$129K Hold
3,410
0.01% 415
2017
Q3
$131K Buy
3,410
+743
+28% +$28.5K 0.01% 391
2017
Q2
$93K Hold
2,667
0.01% 438
2017
Q1
$90K Hold
2,667
0.01% 446
2016
Q4
$79K Sell
2,667
-305
-10% -$9.03K 0.01% 462
2016
Q3
$98K Hold
2,972
0.01% 426
2016
Q2
$70K Hold
2,972
0.01% 470
2016
Q1
$71K Hold
2,972
0.01% 470
2015
Q4
$82K Sell
2,972
-200
-6% -$5.52K 0.01% 447
2015
Q3
$77K Sell
3,172
-4,365
-58% -$106K 0.01% 453
2015
Q2
$191K Hold
7,537
0.02% 358
2015
Q1
$183K Hold
7,537
0.02% 362
2014
Q4
$178K Hold
7,537
0.02% 367
2014
Q3
$180K Hold
7,537
0.02% 363
2014
Q2
$159K Hold
7,537
0.02% 378
2014
Q1
$175K Hold
7,537
0.02% 363
2013
Q4
$174K Hold
7,537
0.02% 351
2013
Q3
$177K Hold
7,537
0.02% 339
2013
Q2
$164K Buy
+7,537
New +$164K 0.02% 342